Matt McClintock co-authored an article with our partners at Two Ocean, Joel Revill and Cassie Hoffman, diving into the structure of a private trust company. This article explores the strategic...
Two Ocean Trust feature: Private Trust Companies
Business
Puerto Rican Captive Insurance Advantages and Disadvantages
Every year, the IRS releases a "Dirty Dozen" list of strategies it views as “schemes” to reduce or avoid taxation. In another blog post we wrote about Monetized Installment Sales, one of the...
First American Trust: Estate Planning for Volatile Assets
Jonathan recently wrote an article for the First American Trust newsletter concerning estate planning for volatile assets including closely held businesses, precious metals, and cryptocurrencies....
Wealth & Law: Wealth Planning and Cryptoassets
Matt recently spoke with Brent Nelson and Rachel Sass on the Wealth & Law podcast about how crypto changes EVERYTHING we think we know about assets, wealth, trusts, estate planning and how...
No Regrets Planning after the 2020 Election
Although the outcomes of the 2020 elections are still unclear, many believe that even with a Biden presidency and a likely Republican-controlled Senate, there will be few if any changes impacting...
Dynamic Estate Planning for Entrepreneurs
Matt recently sat down with Rick Hadrava for the Over 50 Entrepreneur Podcast (though he will be quick to point out that he's not there yet!). In this fast-paced interview, Matt and Rick...
Evergreen Legacy Planning Welcomes Julia L. Cronin as Of Counsel
EVERGREEN, CO, August 21, 2020 -- Evergreen Legacy Planning, LLP, a boutique law firm with offices in Colorado and California dedicated to qualitative, creative, and sophisticated tax, estate,...
5 Ways Business Owners Can Reduce Liability on Personal Guarantees
Small businesses make up a huge part of the U.S. economy. There’s a lot of allure to starting a business but it’s often risky. Lenders view loans to small businesses, particularly start-ups, as...
What Every Business Owner Needs to Know about LLCs (part 2)
Creating a strong corporate veil In the first post in this series we explored the distinction between the legal form of a business entity and the way the business is taxed. That first post...
The Bespoke Trust Protector
In this video, our own Matthew T. McClintock, partner at Evergreen Legacy Planning, LLP and founder of Bespoke Protector Company, LLC discusses the role of trust protectors in long-term trusts....